CONSUMERS ENERGY
NEW CONSTRUCTION PROGRAM
2016 Whole Building Design Incentive Application
HELPING MICHIGAN BUSINESSES SAVE ENERGY.
THAT’S OUR PROMISE.
April 2016
3
Table of Contents
• About this Program
5
• Customer Eligibility
5
• Program Effective Dates
5
• Application Process
6
• Incentive Caps and Limits
7
• Documentation Requirements
8
• Terms and Conditions
9
• Applicant Information
10
• Final Application Agreement - Customer
11
• Final Application Agreement - Design Team
12
• Performance Summary
13-21
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4
NEED HELP ?
Call 877-607-0737
or Email: ConsumersEnergyBusinessSolutions@CMSEnergy.com
Our team is ready to help with any questions you may have.
Interactive PDF is available at ConsumersEnergy.com/mybusiness
5
2016 Whole Building Application
About this Program
The Consumers Energy New Construction program provides an array of electric and natural gas incentives for business and/
or industrial customers who design and construct their facilities with energy-efficient equipment that exceed standard building
practices.
Customer Eligibility
•
This program is available to commercial and/or industrial customers of Consumers Energy with at least one meter on an
eligible rate code. Common areas of multifamily or mixed-use buildings are eligible if on an eligible rate code
•
Projects must result in a facility improvement with a permanent reduction in electrical (kWh) and/or natural gas (MCF)
usage ≥ 10% above baseline practices
•
The project MUST be in the design phase when submitting the pre-notification application. Energy models MUST be
submitted before construction begins. Final project eligibility is at the discretion of the Consumers Energy personnel
•
To qualify under the New Construction Program your new construction/major renovation project must meet the following
definition – New building projects wherein no structure or site footprint presently exists; addition or expansion of an
existing building or site footprint; or major tenant improvements that change the use of the space
•
Projects receiving the Whole Building Design program incentive are not eligible to receive duplicate incentives for the same
product, equipment, or service from more than one utility, unless that product, equipment, or service yields both gas and
electric savings for a customer with two utility providers
•
Incentives are not provided for renewable energy installations
•
Projects must apply the standard for energy efficiency following ASHRAE 90.1-2007, Appendix G (including errata;
excluding addenda; not including Exceptional Calculation methodologies). Standards adopted by the state of Michigan to
succeed ASHRAE 90.1-2007, such as ASHRAE 90.1-2010, will be applicable baseline
•
Savings calculated for interior buildings systems only. Exterior lighting is not included in calculations, but qualifying
incentives can be pursued through the new construction prescriptive program. Receptacle and process loads must be the
same for both baseline and proposed design
•
Energy models are expected to be fully completed upon submission. If the energy model is incomplete, the customer may
be directed to pursue incentives through the new construction prescriptive application
Design Team Eligibility
•
To qualify as a design team and remain eligible for design team incentives, the design team must be actively involved with
the project during the early design phase of the project and actively participate in the discussions that resulted in the energy
savings outcome
•
Design team should provide complete contact information for customers including phone number, email address, and
business address. Design team should be aware that the program may contact the customer to verify the design team’s
involvement in the project’s pre-construction design meetings as well as their involvement in creating the energy model
prior to the start of construction
•
It is recommended that the design team provide verification of involvement in the design phase of a project through one of
the following actions. This verification will be required at the discretion of the CEBEEP personnel
•
Involving CEBEEP staff in at least one early design team meeting, in person or via a conference call
•
Providing documentation of involvement in design activities such as email chains, design team meeting minutes,
and/or a copy of a contract indicating the design services expected by the customer from the design team
Program Effective Dates
The Consumer Energy Business Energy Efficiency Programs offer incentives for the 2016 program year until funds are
exhausted or until December 31, 2016, whichever comes first. All projects must be completed and final applications received no
later than November 30, 2016, to be eligible for the 2016 program incentives.
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6
Application Process
1. Submit Pre-notification Application & Supporting Documentation to Reserve
Funds
a.
A pre-notification application MUST be submitted while the project is in design phase
b.
Submit a complete pre-notification application via fax, mail or email
c.
Upon receipt of the pre-notification application, program staff will contact you and assist with verifying equipment
eligibility, submitting required documentation, and completing incentive worksheet(s)
d.
The program staff will review and reserve incentive funding. A reservation letter will be mailed upon approval. Funds are
reserved for up to 18 months
2. Reserve Funding
a.
The project must be installed and/or constructed within 18 months following receipt of the reservation letter
b.
Contact program staff if equipment changes are made during the construction of the project, as this may result in adjusted
incentive levels
3. Submit Final Application
a.
Final application documentation must be submitted within 60 days of project completion which may be determined by the
date of system installation or building occupancy
b.
Please review the program’s Terms and Conditions. Make sure to include copies of product specifications, invoices
(schedule of values), appropriate incentive worksheet(s) and a signed Final Application Agreement
c.
All final applications must be received before November 30 of the current year to qualify for the current program year’s
funding. Multi-year project incentives may vary in accordance with program changes
4. Site Verification
a.
Upon submittal of the Final Application Agreement, program staff will conduct a second review to verify your project
meets program requirements and to perform necessary inspections
5. Incentive Payment
a.
Once the project is approved, the program staff will mail the incentive check to the designated payee within six to eight
weeks
Applicants are encouraged to call the program hotline if they have any questions about documentation requirements. All
customer information will be held in confidence.
NEED HELP ? Call 877-607-0737.
Our team is ready to help you with any questions you may have.
Fax, mail, or e-mail
completed forms
and required documentation
with invoices to:
Consumers Energy Business Energy Efficiency Programs
P.O. Box 1040, Okemos, MI 48805
Fax: 877-607-0738
E-mail: ConsumersEnergyBusinessSolutions@CMSEnergy.com
Web: ConsumersEnergy.com/mybusiness
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7
Incentive Caps and Limits
Incentives are subject to limits in order to encourage equitable distribution of funds among as many utility customers as possible.
Incentive caps are annual, and are calculated based upon which program year the incentive is paid to the customer.
Customer Limits
The amount of incentives a facility or customer can receive in a program year is limited. A facility is defined as a contiguous
piece of property for which a single customer is responsible for paying the Consumers Energy electric and/or natural gas
bill. Program year incentive limits are per facility for customer incentives as shown below. The 2016 program year runs from
January 1, 2016 until November 30, 2016.
Incentives
Custom Incentives
Large Gas Customers
(>100,000 MCF/yr. usage)
Customer Incentive Limit
Owner: $300,000 per project
Design Team: $25,000 per project
100 percent of the calculated incentive up to $200,000 per facility
50 percent of the calculated incentive above $200,000 per facility
50 percent of the installation cost
$100,000 per project
(Only applies to gas incentives)
$1,000,000 across all facilities per customer
Incentive Rates
The Consumers Energy Business Energy Efficiency Programs offer an incentive option for new construction or major
renovation projects that are pursuing integrated design and demonstrating high performance goals through energy simulation
modeling. When performance modeling analysis demonstrates significant improvements in proposed building design
compared to the standard baseline, the project becomes eligible to apply for incentives. The incentives are paid to Consumers
Energy customers based on the calculated energy savings (of one year only) according to the level of efficiency over that
baseline.
To qualify for owner and/or design team incentives, projects must demonstrate energy efficiency enhancements that achieve at
least a 10 percent improvement in the proposed design versus standard baseline of ASHRAE 90.1-2007. The design team must
be acknowledged by the project owner on the owner Pre-notification application form.
Whole Building Design Incentive Rates
Building Efficiency Level
Building Owner Incentive
Design Team Incentive
10% better than ASHRAE 90.1-2007
$0.10/kWh
$5.00/McF
$0.05/kWh
$2.50/McF
20% better than ASHRAE 90.1-2007
$0.12/kWh
$6.00/McF
$0.06/kWh
$3.00/McF
30% better than ASHRAE 90.1-2007
$0.14/kWh
$7.00/McF
$0.07/kWh
$3.50/McF
40% better than ASHRAE 90.1-2007 and above
$0.16/kWh
$8.00/McF
$0.08/kWh
$4.00/McF
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8
Documentation Requirements
Pre-Notification Application
Please review the Incentive Catalog and submit a completed “Applicant Information” form. Contact program staff with questions regarding
your application.
Reserve Funding
Please submit the following project documentation to reserve funding:
•
Architectural floor plans, exterior wall details and window schedule
•
Mechanical equipment schedule and floor plan
•
Electrical equipment schedule and floor plan
•
Lighting plans and schedule with lighting COMcheck report
•
Energy Model.exe file
•
“Performance Summary” incentive forms
For all projects, please provide the following reports corresponding to the modeling software on your project.
DOE2, eQuest & Visual DOE
Energy Plus
Carrier HAP
Trane TRACE
1
Building Energy Performance
(BEPS)
Annual Building Utility
Performance Summary (ABUPS)
Annual Cost Summary
Energy Cost Budget/PRM
Summary
2
Building Utility Performance
(BEPU)
System Summary showing the unmet load
Unmet load reports for all plants
and systems
Energy Consumption Summary
Reports
3
Energy Cost Summary (ES-D)
Report that shows annual energy
cost by fuel source
Systems Energy Budget by Energy
Source
Performance Rating Method
Details
4
System Design Parameters (SV-A)
-
System input data reports
Equipment Energy Consumption
5
Details of Exterior Surfaces (LV-D)
-
Wall constructions
Entered Values Report (for all
rooms and systems)
If your project is pursuing LEED certification, the following documentation must be submitted in addition to the Program Documentation
outlined above. Energy savings will be validated per the LEED review findings:
•
LEED Certification Project Review Report and LEED Reviewers Comments
•
LEED 2009- EA Prerequisite 2: Minimum Efficiency Use Performance Form: This form details the building’s Performance Rating Method
Compliance and Total Building Energy Summary
•
EAp2 Section 1.4 Table.xls from all supporting documentation submitted with the LEED template
Final Application
Final documentation must be submitted within 60 days of project completion date.
Please submit the following project documentation:
•
Completed Final Application Agreement forms (customer and design team)
•
Invoice (i.e. AIA G702 document)
Please allow six to eight weeks to receive your incentive check. Incentives cannot be processed for payment until the complete application and
all required documentation is received and approved. Please see the Term and Conditions.
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9
Terms and Conditions
As an eligible Consumers Energy customer, I certify the indicated
energy efficiency measures were installed during the 2016
program year. The energy optimization measures are installed in
a qualifying facility and not for resale. Additional Program Terms
and Conditions may be found in the Policy and Procedures Manual
available at ConsumersEnergy.com/mybusiness.
I understand that in the event the application received a reservation,
that reservation is not a guarantee of payment. Incentive payment
will be based upon the Final Application meeting the Program
Terms and Conditions.
codes or ordinances. Information about hazardous waste
disposal may be found at: www.michigan.gov/deq.
•
For certain measures, the incentive amount will be determined
based on the estimated energy savings. The Applicant may
be required to provide documentation on energy savings
calculations and assumptions. Consumers Energy will make
the final determination of the energy savings and thus the
incentive amount to be paid.
•
Consumers Energy has no obligations regarding and does
not endorse or guarantee any claims, promises, work, or
equipment made, performed, or furnished by any contractors
or equipment vendors that sell or install any energy efficiency
measure.
•
I have read and understand the program requirements,
Measure Specifications and Program Guidelines set forth
in this Application, the Incentive Catalog and the program
Policy and Procedures Manual and agree to abide by those
requirements. Furthermore, I concur that I must meet all
eligibility criteria in order to be paid under this program and
not receive incentives from any other utility for the same
project.
•
I certify that the information on this Application is true
and accurate. I understand that Consumers Energy and its
authorized agents may utilize my account information and
project scope to evaluate my Application for compliance
with the program Policy and Procedures Manual. I authorize
Consumers Energy to utilize certain information including,
my company name, energy savings and incentive value for
regulatory and promotional purposes. If I choose to opt out
of any recognition, I must indicate this choice in a written
letter to the Consumers Energy Business Energy Efficiency
Team.
Selected terms and conditions include, but are not limited to:
•
Final applications and all required documentation must be
received within 18 months for New Construction projects of
reservation confirmation, or 60 days after project completion,
whichever is less.
•
The program has a limited budget, but is an annual program.
Applications will be processed until allocated funds are fully
subscribed or spent each program year.
•
New Construction final applications must be received by
November 30 of the program year to qualify for the current
years’ funding. Multi-year project incentives may vary in
accordance with program year changes.
•
All equipment must be purchased and installed prior to
submitting the Final Application.
•
All equipment installed must meet the minimum specifications
as stated in the Incentive Catalog and in the Program Terms
and Conditions. Failure to meet the minimum specifications
will result in disqualification of the measure or incentive
payments.
•
Applicant agrees to inspection and measurement activities by
the utility or its representatives of both project payment and
equipment installation for up to five (5) years.
•
Incentives may be taxable, and the applicant is solely
responsible for the payment of any resulting taxes. Incentives
will be reported to the IRS, unless applicant is corporation or
exempt.
•
The applicant may be required to refund some or all of the
incentives if the measures do not remain (or were not) installed
for a period of five (5) years or the end of the product life,
whichever is less.
•
All materials removed, including lamps and PCB ballasts,
must be taken out of service permanently and disposed of in
accordance with local, state and federal codes and ordinances.
The Applicant is responsible for being aware of any applicable
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10
Applicant Information
New Construction - Whole Building Application
Who should we call with questions about the application?
Customer
Technical Contact
This is my:
Pre-Notification Application Final Application Revised Application PROJECT # CE-16- _______________
How did you hear about us?
Consumer Energy Account Manager
Energy Advisor
Other ________________________
Direct Mail
Sporting Event
Contractor
Internet
Email
Prior Participant
Radio
TV
Billboard
Customer Information
Company Name (as it appears on W-9)
Contact Name
Title
Mailing Address
City
State
Zip
Phone
Email
Consumers Energy Gas Acct. Number (at Project Location)
Consumers Energy Electric Acct. Number (at Project Location)
Primary Business Type
Agriculture
Assembly (worship)
Big Box Retail
Small Retail
School (K-12)
High School
College/University
Grocery
Fast Food Restaurant
Full Service Restaurant
Hospital
Hotel
Small Office
Large Office
Heavy Industrial
Light Industrial
Project Type
Addition
New Building
Major Renovation
Warehouse
Other
Facility Size (Area) Ft2
Customer Tax Information (Required for all applications) **
Tax Status**
Corporation (Inc., PC, Etc.)
Tax-Exempt
LLC
Individual
Other (May receive 1099)
Tax ID Number: Depending on tax status please provide EITHER your EIN/Federal Tax ID or Social Security Number below:
Social Security Number
EIN/Federal Tax ID
OR
Project Information
Project Name (If Applicable)
Installation Address
City
State
Estimated Completion Date
Zip
Total Incentive Requested
Technical Contact Information (Trade Ally, Contractor, Designer, etc.)
Company Name
Contact Name
Email
Title
Mailing Address
City
State
Phone
Fax
Zip
► * Company name as it appears on your W-9.
► ** W-9 must be provided for payee with Application.
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11
Customer Whole Building Final Application Agreement
Customer Whole Building Final Application Agreement
Important: Please read the Terms and Conditions before signing and submitting this application. You must complete all information and provide
required additional documentation to avoid processing delays. For assistance in completing these forms and with the overall application
process, please refer to the Application Instructions and Checklist pages. Sign and submit Final Application only after all equipment has been
installed. A customer signature is required for payment. Checks will be made out to name of applicant’s business unless payment is released as
below.
Customer Incentive Requested
Total Project Cost:
Total Incentive Requested
Actual Completion Date
Company Name*
Project #
Customer Signature
Date
Print Name
Title
Upon signing, I am stating that I have read and understand the Terms and Conditions set forth by this program.
Customer Tax Information (Required for all applications)**
Tax Status
Corporation (Inc., PC, Etc.)
Tax-Exempt
LLC*
Individual
Other (May receive 1099)
Tax ID Number: Depending on tax status please provide EITHER your EIN/Federal Tax ID or Social Security Number below:
Social Security Number
EIN/Federal Tax ID
OR
Payment Release Authorization (Optional)**
SKIP THIS SECTION IF REBATE CHECK WILL BE MADE PAYABLE TO CUSTOMER
I am authorizing the payment of the incentive to the third party named below, and I understand that I will not be receiving the incentive payment.
I also understand that my release of the payment to a third party does not exempt me from the program requirements outlined in the Incentive
Catalog, Final Application Agreement and Terms and Conditions.
Authorized by:
Customer Name
Signature
Date
Check should be made payble to:
Individual/Company Name*
Phone#
Mailing Address
City
State
Tax Status
Corporation (Inc., PC, Etc.)
Zip
Tax-Exempt
LLC*
Individual
Other (May receive 1099)
Tax ID Number: Depending on tax status please provide EITHER your EIN/Federal Tax ID or Social Security Number below:
Social Security Number
EIN/Federal Tax ID
OR
*
Company name as it appears on your W-9.
**
Tax Liability: You are urged to consult your tax adviser concerning the taxability of rebates. Consumers Energy is not responsible for any
taxes that may be imposed on your business as a result of receipt of this rebate. Rebates are taxable if greater than $600 within one calendar
year for business customers, and will be reported as income to the designated payee on IRS Form 1099 unless you have checked “Corporation” or “Exempt” tax status above.
***
W-9 must be provided for payee with Application.
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12
Design Team Whole Building Final Application Agreement
Design Team Whole Building Final Application Agreement
Important: Please read the Terms and Conditions before signing and submitting this application. You must complete all information and provide
required additional documentation to avoid processing delays. For assistance in completing these forms and with the overall application
process, please refer to the Application Instructions and Checklist pages. Sign and submit Final Application only after all equipment has been
installed. A customer signature is required for payment. Checks will be made out to name of applicant’s business unless payment is released as
below.
Design Team Incentive Requested
Total Project Cost:
Total Incentive Requested
Actual Completion Date
Payment Release Authorization **
I am authorizing the payment of the design team incentive to the third party named below. I also understand that my release of the payment to a
third party does not exempt me from the program requirements outlined in the Incentive Catalog, Final Application Agreement and Terms and
Conditions.
Authorized by:
Customer Name
Signature
Date
Check should be made payble to:
Individual/Company Name*
Phone#
Mailing Address
City
State
Tax Status
Corporation (Inc., PC, Etc.)
Zip
Tax-Exempt
LLC*
Individual
Other (May receive 1099)
Tax ID Number: Depending on tax status please provide EITHER your EIN/Federal Tax ID or Social Security Number below:
Social Security Number
EIN/Federal Tax ID
OR
*
Company name as it appears on your W-9.
**
ax Liability: You are urged to consult your tax adviser concerning the taxability of rebates. Consumers Energy is not responsible for any
T
taxes that may be imposed on your business as a result of receipt of this rebate. Rebates are taxable if greater than $600 within one calendar
year for business customers, and will be reported as income to the designated payee on IRS Form 1099 unless you have checked “Corporation” or “Exempt” tax status above.
Limited Liability Company (LLC) must provide W-9 with application.
***
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13
Performance Summary
Energy Efficiency Modeling Summary Project Overview
Submission Date
Date of Plans that Modeling is based on
Project Square Footage (gross sf)
Conditioned Square Footage
Number of Stories
New Construction Percentage
Existing Renovation Percentage
%
%
Vintage of Existing Building (year built)
Space Summary
Building Use
(Occupancy Type)
Conditioned Area (sf)
Unconditioned Area (sf)
Total Area
Total
Performance Modeling
Simulation Program (Name, Version)
Energy Standard used as Baseline
Climate Zone (ASHRAE based)
Weather File
Unmet Load Hours - Cooling
(hours per year)
Unmet Load Hours - Heating
(hours per year)
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14
Performance Summary
Comparison of Baseline versus Proposed Design Case
Model Input Parameter
Proposed Design Input
Interior lighting Power Density
(W/sf)
Daylighting Controls
Occupancy Sensors
HVAC System - Primary; include
number of units, tonnage,
efficiency rating
HVAC System - Other;
include number of units,
tonnage, efficiency rating
Fan Supply Volume
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Baseline Input
15
Performance Summary
Comparison of Baseline versus Proposed Design Case
Model Input Parameter
Proposed Design Input
Fan Power
Economizer
Demand Control Ventilation
Unitary Equip Cooling Efficiency
Unitary Equip Heating Efficiency
Air Cooled Condenser Parameters
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Baseline Input
16
Performance Summary
Comparison of Baseline versus Proposed Design Case
Model Input Parameter
Proposed Design Input
Chiller Parameters
Chilled Water Loop & Pump
Parameters
Boiler Parameters
Hot Water Loop & Pump
Cooling Tower Parameters
Condenser Water Loop & Pump
Parameters
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Baseline Input
17
Performance Summary
Comparison of Baseline versus Proposed Design Case
Model Input Parameter
Proposed Design Input
Service Hot Water
Exterior Wall Construction
Roof Construction
Floor/Slab Construction
Fenestration Type
Fenestration U - Factor
(each orientation; area)
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Baseline Input
18
Performance Summary
Comparison of Baseline versus Proposed Design Case
Model Input Parameter
Proposed Design Input
Fenestration SHGC
(each orientation)
Fenestration Visual Light
Transmittance
(each orientation)
Shading Devices
(each orientation)
Exterior Lighting
Receptacles
Processes
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Baseline Input
19
Performance Summary
Performance Rating Method - End Use Summary
Interior Lighting
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
Space Heating
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Natural Gas (Therms)
Other
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Natural Gas (Therms)
Other
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Savings
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
Heat Rejection
Savings
0
0
0
0
Demand (kW)
Pumps
Savings
0
0
0
0
Demand (kW)
Space Cooling
Savings
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Savings
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
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20
Performance Summary
Performance Rating Method - End Use Summary
Fans - Interior
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
Water Heating
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Natural Gas (Therms)
Other
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Natural Gas (Therms)
Other
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Savings
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
*Processes
Savings
0
0
0
0
Demand (kW)
*Receptacle (plug loads)
Savings
0
0
0
0
Demand (kW)
*Exterior Lighting
Savings
Proposed Design Output
Baseline Output
Electric Energy Use (kWh)
Savings
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
* Not included in savings calculations.
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21
Performance Summary
Performance Rating Method - End Use Summary
*Other
Proposed Design Output
Baseline Output
Savings
Electric Energy Use (kWh)
0
0
0
0
Demand (kW)
Natural Gas (Therms)
Other
* Not included in savings calculations.
Total Proposed
Total Baseline
Total Saving
0
0
0.00
0.00
0
0
0.00
0.00
0
0
0
0.00
kWh
kW
Therms
MCF
Estimated Savings and Incentive
Is the baseline modeled to follow ASHRAE 90.1-2007 Appd G
Yes
Whole Building Design percent better that baseline ASHRAE 90.1-2007 Appd G
0.00%
0
0.00
0
$ 0.00
0.00
$ 0.00
0.00
$ 0.00
0.00
$ 0.00
Eligible Electric Savings for Program (kWh)
Eligible Natural Gas Savings for Program (Mcf)
Estimated Owner Incentive Rate - kWh Savings ($/kWh)
Estimated Owner kWh Incentive ($)
Estimated Design Team Incentive Rate - kWh Savings ($/kWh)
Estimated Design Team kWh Incentive ($)
Estimated Owner Incentive Rate - Mcf Savings ($/Mcf)
Estimated Owner Mcf Incentive ($)
Estimated Design Team Incentive Rate - Mcf Savings ($/Mcf)
Estimated Design Team Mcf Incentive ($)
*The Design Team total incentive will be capped at $25,000.
Name
Print This Form
Title
Firm
Submit Via Email
Phone
E-mail
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NEED HELP ?
Call 877-607-0737
or Email: ConsumersEnergyBusinessSolutions@CMSEnergy.com